Commodity Research

US refinery capacity reached record highs at the start of 2019 said the EIA in their series Today in Energy, here... “As of January 1, 2019, U.S.

Some deep out of the money WTI spread options traded yesterday... A cal 2020 strip of  +$1.50 calls traded 1,000 times (12,000 total)... The trade

Noah Smith, Bloomberg, discusses the real possibility of zero interest rates in the US, here... Debt continues to increase: “Why is this a

This is from Real Time Economics, here...

The Wall Street Journal’s The Daily Shot has some interesting charts today, here...

Russell Gold, WSJ, has a nice piece on wind, here... I especially liked this chart:

Here is a recent implied vol chart for WTI... Recent tension in the Gulf helped get implied vol up to 44% based on the at the money strike of the

Mexico’s State-owned oil company is about to be downgraded... Here is Matt Wirz, Wall Street Journal: ”The Mexican state-owned energy company is on